Susan Penno is a financial advisor at Cetera Planning Partners with three years of industry experience. She holds the PFS™ designation and previously worked at Avantax Planning Partners. In addition to her advisory role, she owns Sassetti, LLC, a tax and accounting firm where she provides tax compliance and planning services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm’s approach features diversified allocations aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Nancy Findeisen is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Mekhroj Toshpulatov is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Merrill, Bank of America, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Ann Marie Trepkowski is a financial advisor with Hightower Advisors, holding a Series 65 designation and based in Chicago, IL. She has nine years of prior experience at Mercer and five years at BGRS. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Matteo Vitale is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at several firms including National Life Group and Mutual of Omaha Investor Services. Outside of his advisory role, Vitale is involved in nonprofit activities as a volunteer presenter for Credit Abuse Resistance Education (C.A.R.E.) and serves on the Emerging Leaders Board for the Bounce Children’s Foundation. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Quinn Martin is a CFP® professional with 8 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, Relative Value Partners, and Raymond James Financial Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Frank Bugaris is a financial advisor with Fifth Third Securities, Inc. in Chicago, IL, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at LPL Financial, Wintrust Bank, The Huntington Investment Company, Edward Jones, and CareerLightning. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via its Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing options.

Alex Hoveln is a Certified Financial Planner (CFP®) with six years of industry experience. He is currently with Hightower Advisors and has previously worked at Valmark Advisers, Inc. and EFG Advisors. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Akeil Roberts is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Citigroup, he worked at Morgan Stanley, E*Trade Securities, and Kingston Market. He is also a co-founder of AB Tutoring Ltd. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke discretionary solutions.

Jan Peter Breugelmans is a financial advisor with Truist Advisory Services in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as treasurer for the Ferrari Club of America Central States Region, where he manages financial oversight and event coordination. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements, supported by research and supervisory teams.

Lindsey Buse is a financial advisor at PNC Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, Illinois Bank & Trust, and other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm’s investment approach uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Joseph Keller is a CFA® charterholder with 13 years of industry experience. He is currently with Citigroup Global Markets, having joined in 2024, and previously worked at Northern Trust and Grosvenor Capital Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Richard Gottfred is a financial advisor at William Blair with 55 years of industry experience. He has been with William Blair & Company L.L.C. since 1973. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models, private funds, and co-investment opportunities.

Brian Devlin is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Voya since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base, including individual investors, institutional clients, and retirement plan sponsors, offering services such as financial planning, portfolio management, and third-party money manager access. The firm provides advice primarily through non-discretionary, recommendation-based programs and maintains both SEC registration and broker-dealer status.

Melissa Diaz is a financial advisor at William Blair in Chicago, IL, with nine years of industry experience. She holds a Series 66 designation and has been with William Blair since 2015. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Maggie Shriver is a financial advisor at Cresset Asset Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at Cresset since 2020, following four years at PagnatoKarp Partners, LLC. Based in Chicago, IL, she is part of a firm with 196 advisors. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that incorporates strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Eric Daliege is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and model portfolios while offering tailored services such as Executive Wealth and Private Family Office support.

Elias Kuhns is a financial advisor at William Blair in Chicago, IL, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles at William Blair since 2020 and earlier experience at BioSig Technologies and in the hospitality sector. He has also been a full-time student at Union College since 2017. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm emphasizes active, research-driven management across various asset classes and provides access to private funds and co-investment opportunities through its MB Investments Program.

Florence Isaac is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, with three years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including LPL Enterprise, The Prudential Insurance Company of America, and Merrill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, combining third-party portfolio management with advisor-directed strategies.

Thomas Gilboy is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Chicago, IL, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked at Equity Services since 2017 and has also been affiliated with National Life and Metlife Securities. Outside of his advisory role, Gilboy consults with business owners to help grow their businesses. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, offering multiple advisory platforms and working with third-party asset managers and model portfolios.